I need to amend my taxes to add a Roth IRA contribution

[steiny0303]

I do not have a 1099-R as I only deposited to the account.

[JudithR · Accepted solution]

Please see the following for information on how to amend your return:

Click or tap a tax year for specific amending instructions.

• 2016
• 2015

Also here is information regarding your Roth IRA

[macuser_22]

To answer your question - No need to amend- a Roth contribution does not go on your tax return.  If your income is low enough to qualify for the savers credit, you might want to amend to claim it.

Enter IRA contributions here:
Federal Taxes,
Deductions & Credits,
I’ll choose what I work on (if that screen comes up),
Retirement & Investments,
Traditional & Roth IRA contribution.

OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "ira contributions" which will take you to the same place.

A Roth IRA contribution does not actually go on a tax return, but you should enter it anyway to:

1) Tell you if your income qualifies you for a contribution and warn you if it does not.
2) Check if your income exceeds the limit to contribute to a Roth.
3) Track your contribution year-to-year if you use TurboTax every year.
4) Add the Retirement Savers Credit if you qualify.